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> Bruh, firstly, no competitor is going to set up an army of datacenters and warehouses on the gargantuan scale of amazon anytime soon.

Google, Microsoft, OpenAI, Oracle, and xAI covet what AWS has. They are absolutely coming for AWS.



AWS? Possibly. They have a huge head start and haven't lost much ground yet. The warehouses and physical delivery? No way in hell. Any competing physical infrastructure would take a decade from the first shovel hitting the ground today.




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